Welcome to our dedicated page for Worthington SEC filings (Ticker: WOR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Worthington Enterprises, Inc. filings document the formal disclosures of an operating company with Building Products and Consumer Products segments. Recent Form 8-K reports cover quarterly results, earnings-call transcripts, Regulation FD investor presentations, GAAP and non-GAAP operating measures such as adjusted EBITDA, and outlook commentary for the company and its subsidiaries.
The filing record also includes material-event disclosures related to dividends, capital structure, governance matters, board composition, material agreements and shareholder voting matters. Forward-looking-statement and risk disclosures address subjects such as market conditions, liquidity and access to capital, interest rates, inflation, tariffs, trade restrictions and other factors affecting the company’s operations and financial results.
WOR reported a proposed sale of 17,625 shares of Common Stock through a stock option exercise to be effected on 07/01/2026. The filing also discloses prior sales of 41,704 shares on 06/26/2026 showing proceeds of $2,329,514.54.
The transaction is reported on Form 144 as an issuer-related stock option exercise with cash consideration. The filing lists the broker Morgan Stanley Smith Barney LLC and identifies the seller contact address for John P. McConnell.
WORTHINGTON ENTERPRISES, INC. executive Patrick J. Kennedy, VP–General Counsel & Secretary, reported routine tax-related share withholdings tied to restricted stock vesting. On June 29 and 30, a total of 2,286 Common Shares were withheld to satisfy his tax withholding obligations, at prices of $53.77 and $53.76 per share.
These Form 4 entries, coded "F," reflect payment of tax liabilities by delivering securities rather than open-market sales. After these transactions, Kennedy directly holds 31,806 Common Shares of Worthington Enterprises.
WORTHINGTON ENTERPRISES, INC. executive Steven M. Caravati, President - Consumer Products, reported routine tax-related share withholdings tied to restricted stock vesting. On June 29 and June 30, a total of 1,756 Common Shares were withheld by the company to satisfy his tax withholding obligations.
These Form 4 entries both use code F, which indicates payment of tax liability by delivering securities rather than open-market sales. After the June 30 withholding, Caravati directly held 45,673 Common Shares.
WORTHINGTON ENTERPRISES, INC. executive James R. Bowes, President - Building Products, reported a tax-related share disposition. On the vesting of restricted stock, 562 common shares were withheld at $53.76 per share to satisfy his tax withholding obligation. After this non-market transaction, he directly holds 19,385 common shares.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported routine tax-related share withholdings rather than open-market sales. On June 29 and June 30, 2026, a total of 5,418 common shares were withheld at prices around $53.76–$53.77 to cover tax obligations on vested restricted stock, according to the footnotes.
After these transactions, Hayek directly owns 237,189 common shares and indirectly holds 1,677 shares in an IRA at Vanguard and 2,000 shares in an IRA at Merrill Lynch. The filing reflects compensation-related mechanics, not discretionary buying or selling in the market.
Worthington Enterprises VP & Chief Financial Officer Colin J. Souza reported routine share movements mainly related to tax withholding on equity awards. On June 30, 2026, a total of 2,668 Common Shares were disposed of as shares were withheld to cover his tax obligation upon vesting of restricted stock at $53.76 per share. These are issuer-withheld shares, not open-market sales. Following these transactions, Souza directly holds 20,540 Common Shares and indirectly holds 1.4 Common Shares through a 401(k) plan based on a statement dated May 31, 2026.
Worthington Enterprises VP & Chief Financial Officer Colin J. Souza reported routine share withholdings to cover taxes on vested restricted stock. On June 26, 133 Common Shares were withheld at $56.35 per share. On June 29, a further 551 Common Shares were withheld at $53.77 per share.
These Form 4 entries are coded as tax-withholding dispositions rather than open-market sales. After the June 29 withholding, Souza directly held 22,646 Common Shares. The filing also notes an indirect holding of 1.4 Common Shares through a 401(k) plan based on a statement dated May 31, 2026.
Worthington Enterprises president handles tax withholding via share dispositions. President - Building Products James R. Bowes had a total of 557 Common Shares withheld in two transactions, at prices of $53.77 and $56.35 per share, to satisfy tax obligations upon the vesting of restricted stock. After these non-market, tax-withholding dispositions, he directly holds 19,947 Common Shares.
WORTHINGTON ENTERPRISES, INC. Controller Kevin J. Chan reported equity-based compensation awards rather than open‑market trades. He received a grant of 1,030 Common Shares at a stated price of $0.00 per share as restricted stock under the 2024 Long-Term Incentive Plan, which will vest on the third anniversary of the grant date.
Chan also acquired 4.35 units of theoretical WOR Common Shares as “phantom stock,” which track Common Shares on a one-for-one basis in the company’s Deferred Compensation Plan. Following these entries, he holds 6,836 Common Shares directly, 3,061.32 Common Shares through a 401(k) Plan, and 259.81 phantom stock units.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported compensation-related equity activity, mainly restricted stock awards and tax withholding.
On June 25, 2026, he received grants of 19,900, 9,230 and 4,610 common shares of restricted stock under the 2024 Long-Term Incentive Plan, vesting on the first, second and third anniversaries of the grant dates. On June 26, 2026, 1,472 common shares were withheld at $56.35 per share to satisfy tax obligations upon restricted stock vesting. He also acquired 4.91 units of phantom stock at $56.35 under a deferred compensation plan, which tracks common shares one-for-one.
After these transactions, Hayek directly holds 242,607 common shares and 5,343.74 phantom stock units, plus indirect holdings of 1,677 shares in a Vanguard IRA and 2,000 shares in a Merrill Lynch IRA.